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rn Fund+ 2 0 1111 1.0000 0 3378 UBS AI MILLENNIUM FUND+ 3 0.5726 0.3378 1.0000 Thanks, Matt CONFIDENTIAL UBSTERRAMAR00004404 EFTA00239668 Matthew R. Klein, CFA, CFP UBS Private Wealth Management 1285 Avenue of the Americas. 38th Floor New York. NY 10019 Sumitomo I Casriel Group Barron's Top 50 Priv
thly upon 30 days written notice Drawdown in '08: N/A Annualized Return: 15.5% Standard Deviation: 9.59% Fund Inception: 2011 Fund Description: The European L/S Hedge Fund is a high conviction portfolio of approximately 100 - 180 names across all market capitalizations. The Fund is primarily invested in Pan European co
on analysis on the requested funds. <image001.png> <image002.png> <image003.png> <I mage004. png> <image005.png> <image006.png> Thanks, Matt Matthew R. Klein, CFA, CFP UBS Private Wealth Management Steelman I Casriel Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors Finan
thly upon 30 days written notice Drawdown in '08: N/A Annualized Return: 15.5% Standard Deviation: 9.59% Fund Inception: 2011 Fund Description: The European L/S Hedge Fund is a high conviction portfolio of approximately 100- 180 names across all market capitalizations. The Fund is primarily invested in Pan European com
al) Re: Montpelier Trust: Blackrock European L/S Scott, We will have the analysis run and send it over once complete. Have a great weekend, Matt Matthew R. Klein. CFA, CFP UBS Private Wealth Management C F Stackman I Casricl Group Barron's Top 50 Private Wealth Management Teams Barron's Top 100 Advisors
thly upon 30 days written notice Drawdown in '08: N/A Annualized Return: 15.5% Standard Deviation: 9.59% Fund Inception: 2011 Fund Description: The European L/S Hedge Fund is a high conviction portfolio of approximately 100- 180 names across all market capitalizations. The Fund is primarily invested in Pan European com
Entities connected to both Matthew R. Klein and The European L/S Hedge Fund
Christopher
PERSONWalker
PERSONthe Blackrock European Long/Short Fund
ORGANIZATIONPan European
ORGANIZATION
McNamara
PERSONUBS Private Wealth Management
ORGANIZATION
Blackrock
LOCATIONPrivate Wealth Management Teams
ORGANIZATIONBarron's Top 50
ORGANIZATIONSean J. McNamara
PERSON
Millennium
ORGANIZATIONScott Borgerson'
PERSON